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Become a Client

At Petix & Botte Financial, becoming a client is as easy as it is rewarding. We are committed to meeting your high expectations for unparalleled personal service, insightful guidance and objective advice that serves your needs.

Step 1: Schedule a discovery meeting with our advisors

We invite you to Contact Us to schedule a no-obligation discovery meeting to talk about your current situation and circumstances and your long-term objectives. Our initial meeting will focus on you, your family and your goals. You’ll have an opportunity to interview us and find out why we may be a good fit for pursuing your financial goals.

Step 2: Download and complete our client questionnaire

To ensure we spend our time together wisely and efficiently for your benefit, we recommend you download and complete our WealthVision Client Questionnaire . You may bring the questionnaire with you to our initial meeting or email it to us in advance.

We look forward to meeting with you to determine how we can help you pursue your lifestyle goals.